Here’s a bit of timely news if you’ve been anxious about getting things together for the new Form 1099-NEC rush, that’s starting next week.
You see, just a couple weeks ago I did a mini-course all about setting up your systems and policies for the annual crunch we all face in January trying to get our clients’ Forms 1099 done before January 31st. (That class was created through Bookkeepers.com and is a special bonus included with the new Bookkeeper Launch program, especially for those just getting started in their bookkeeping business.)
But what’s been happening since then is A LOT of bookkeepers are asking questions, both new and veteran bookkeepers alike. They’re struggling with setting up their WORKFLOW
and trying to untangle the nuances with their clients for what goes on a 1099-K and what
they should be reporting on the new 1099-NEC.
So that’s why we decided to run a special one-hour special 1099-NEC Workflow Mini Workshop for bookkeepers (and accountants, if you find you need a better system for handling 1099s) to clear the fog and have a more sane January!
DATE: Wednesday, January 6, 2021
TIME: 11am – 12:00pm EST (1 hour class)
This is a free, public, hands-on LIVE webinar session (so feel free to share this email with colleagues if you want). In this workshop we’ll walk you through a specific workflow I’ve laid out, step-by-step for building your own 1099-NEC process AND you can get YOUR questions answered live in this session too.
Joining me will be Jordan Vickery, who is one of the Co-Founders of Pixie, which is the slick new practice management app that I’m now using for my own bookkeeping business (I’ve searched MANY YEARS for an app like this one!), and we worked together on laying out this paint-by-number 1099-NEC workflow for you.
In this exclusive use-it-now session, we’ll show you the exact, plug-n-play workflow you can use (or how to customize it, as needed) to save tons of time and frustration this year.
Join us and follow along in this hands-on workshop and learn:
- The key rules you need to know to accurately prepare Form 1099-NEC
- The complete 12-step workflow you can use with all of your clients
- A practical, hands-on demonstration of how to manage this workflow in Pixie
- A peek into how Pixie can help you to build and manage your workflows, clients and deadlines all year round
- Q & A time so you can get the info you need now to rock your 1099 season this year with confidence
You’ll walk away with a done-for-you template you can use to maximize efficiency so nothing falls through the cracks during the crazy January rush.
Once you’ve registered, you’ll get a link to in the webinar confirmation email to download your workflow template, so you can use it to click-along with us using a free 30-day trial of Pixie (no obligation – no credit card required).
If you prefer, we will also be providing an Excel version to those who show up live for the webinar.
Save your place NOW and plan to attend this no-fluff, practical (and totally free) workshop
Here’s to your 1099-NEC success to kick off an upward spiral to success in 2021!
Oh, I almost forgot! As a special thank you to everyone who registers for the mini-course, you’ll get free access to the workshop recording for a limited time AND a 50% off coupon for the first 2 months of Pixie if you feel it’s a good fit for your bookkeeping business.